Envestnet Asset Management’s Northwest Bancshares NWBI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $325K | Buy |
25,418
+11,376
| +81% | +$145K | ﹤0.01% | 3975 |
|
|
2025
Q1 | $169K | Sell |
14,042
-2,881
| -17% | -$34.6K | ﹤0.01% | 4173 |
|
|
2024
Q4 | $223K | Buy |
16,923
+1,930
| +13% | +$25.5K | ﹤0.01% | 4045 |
|
|
2024
Q3 | $201K | Buy |
14,993
+422
| +3% | +$5.65K | ﹤0.01% | 4020 |
|
|
2024
Q2 | $168K | Buy |
14,571
+3,647
| +33% | +$42.1K | ﹤0.01% | 3974 |
|
|
2024
Q1 | $127K | Buy |
+10,924
| New | +$127K | ﹤0.01% | 4038 |
|
|
2022
Q4 | – | Sell |
-11,002
| Closed | -$149K | – | 4019 |
|
|
2022
Q3 | $149K | Sell |
11,002
-3,517
| -24% | -$47.6K | ﹤0.01% | 3658 |
|
|
2022
Q2 | $186K | Sell |
14,519
-1,635
| -10% | -$20.9K | ﹤0.01% | 3626 |
|
|
2022
Q1 | $218K | Buy |
16,154
+77
| +0.5% | +$1.04K | ﹤0.01% | 3642 |
|
|
2021
Q4 | $228K | Buy |
16,077
+757
| +5% | +$10.7K | ﹤0.01% | 3587 |
|
|
2021
Q3 | $203K | Buy |
15,320
+1,272
| +9% | +$16.9K | ﹤0.01% | 3498 |
|
|
2021
Q2 | $192K | Sell |
14,048
-1,393
| -9% | -$19K | ﹤0.01% | 3497 |
|
|
2021
Q1 | $223K | Sell |
15,441
-1,561
| -9% | -$22.5K | ﹤0.01% | 3290 |
|
|
2020
Q4 | $217K | Buy |
17,002
+2,598
| +18% | +$33.2K | ﹤0.01% | 3100 |
|
|
2020
Q3 | $133K | Sell |
14,404
-1,394
| -9% | -$12.9K | ﹤0.01% | 2991 |
|
|
2020
Q2 | $162K | Sell |
15,798
-9,563
| -38% | -$98.1K | ﹤0.01% | 2920 |
|
|
2020
Q1 | $293K | Buy |
25,361
+14,419
| +132% | +$167K | ﹤0.01% | 2561 |
|
|
2019
Q4 | $182K | Buy |
+10,942
| New | +$182K | ﹤0.01% | 2937 |
|
|
2014
Q3 | – | Sell |
-480
| Closed | -$7K | – | 2832 |
|
|
2014
Q2 | $7K | Buy |
+480
| New | +$7K | ﹤0.01% | 2177 |
|
|
2013
Q3 | – | Sell |
-57
| Closed | -$1K | – | 2469 |
|
|
2013
Q2 | $1K | Buy |
+57
| New | +$1K | ﹤0.01% | 2224 |
|